Advisor Training: How to Add DIY Clients to Your Practice - Updated March 2026

In this training we explore adding DIY clients to your practice. We show you how to use the platform to promote DIY engagement whether it's for full DIY clients, mostly self-directed with an occasional call or just an active and productive waiting list.   

We also update you on what we're learning serving DIY clients with Adviice and look at how this type of client might fit into your business model.

• 3:40 - What is a DIY Client?
• 22: 21 - How to Set up DIY Clients in Adviice
• 39:23 - Supporting DIY Clients
• 45:00 - Adviice Update
• 47:12 - Business Model Examples